Purchases and Sales Made in Q4 2021 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2021. The information is specifically focused on institutions that hold shares of DIAGEO PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
157+ 11.96% |
$30.3K - $34.8K
|
1.47K
$175K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
152New |
$29.3K - $33.7K
|
152
$18K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
150New |
$28.9K - $33.3K
|
150
$17.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 1.93% |
$28.9K - $33.3K
|
7.91K
$939K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
150+ 1.63% |
$28.9K - $33.3K
|
9.37K
$1.11M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
150+ 2.77% |
$28.9K - $33.3K
|
5.57K
$661K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
145+ 3.87% |
$27.9K - $32.2K
|
3.89K
$462K
|
|
|
Feb 04, 2022
Q4 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
141+ 2.06% |
$27.2K - $31.3K
|
6.99K
$830K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
140New |
$27K - $31.1K
|
140
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
138+ 5.62% |
$26.6K - $30.6K
|
2.59K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
135+ 48.21% |
$26K - $29.9K
|
415
$49.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
132+ 7.67% |
$25.4K - $29.3K
|
1.85K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
131+ 3.3% |
$25.3K - $29.1K
|
4.1K
$487K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
129+ 1.72% |
$24.9K - $28.6K
|
7.64K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
128+ 0.13% |
$24.7K - $28.4K
|
97.4K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
125+ 2.96% |
$24.1K - $27.7K
|
4.34K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
124+ 6.33% |
$23.9K - $27.5K
|
2.08K
$247K
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
122+ 3.75% |
$23.5K - $27.1K
|
3.37K
$400K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
121+ 5.14% |
$23.3K - $26.8K
|
2.47K
$294K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
120+ 1.34% |
$23.1K - $26.6K
|
9.09K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
120+ 4.85% |
$23.1K - $26.6K
|
2.59K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
120+ 28.44% |
$23.1K - $26.6K
|
542
$64.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
118+ 5.0% |
$22.7K - $26.2K
|
2.48K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
118+ 9.78% |
$22.7K - $26.2K
|
1.33K
$157K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
113+ 5.3% |
$21.8K - $25.1K
|
2.25K
$267K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
111+ 0.9% |
$21.4K - $24.6K
|
12.5K
$1.48M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
111+ 0.28% |
$21.4K - $24.6K
|
40.5K
$4.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 13.15% |
$20.4K - $23.5K
|
912
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
101+ 0.71% |
$19.5K - $22.4K
|
14.3K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
100+ 1.63% |
$19.3K - $22.2K
|
6.25K
$742K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
99+ 2.7% |
$19.1K - $22K
|
3.77K
$447K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
98New |
$18.9K - $21.7K
|
98
$11.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
95+ 7.45% |
$18.3K - $21.1K
|
1.37K
$163K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
95New |
$18.3K - $21.1K
|
95
$11.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 25.69% |
$17.9K - $20.6K
|
455
$54K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
92+ 0.73% |
$17.7K - $20.4K
|
12.8K
$1.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
91+ 5.32% |
$17.5K - $20.2K
|
1.8K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
88+ 1.76% |
$17K - $19.5K
|
5.08K
$603K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
87+ 1.33% |
$16.8K - $19.3K
|
6.61K
$784K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
86+ 2.6% |
$16.6K - $19.1K
|
3.39K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
85+ 0.4% |
$16.4K - $18.9K
|
21.3K
$2.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
81+ 6.41% |
$15.6K - $18K
|
1.34K
$160K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
80+ 22.41% |
$15.4K - $17.7K
|
437
$51.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
80+ 1.84% |
$15.4K - $17.7K
|
4.42K
$525K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 0.51% |
$15.2K - $17.5K
|
15.5K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
79+ 19.75% |
$15.2K - $17.5K
|
479
$56.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
79+ 38.35% |
$15.2K - $17.5K
|
285
$33.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.2% |
$13.5K - $15.5K
|
34.9K
$4.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$13.3K - $15.3K
|
69
$8.19K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
69+ 132.69% |
$13.3K - $15.3K
|
121
$14.4K
|